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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

619 hedge funds and large institutions have $9.78B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 291 increasing their positions, 187 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+33
Holders Change %
+5.63%
% of All Funds
8.95%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
62
Increased
291
Reduced
187
Closed
25
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$65K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$4.01B
2
Betterment LLC
Betterment LLC
New York
$945M
3
TPSF
Texas Permanent School Fund
Texas
$54.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.4M
5
FCAS
First Command Advisory Services
Texas
$39.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$460K
2
OFS
OneAscent Financial Services
Alabama
$0
3
SC
Savant Capital
Illinois
$64M
4
AG
AlTi Global
New York
$305M
5
JFA
JNBA Financial Advisors
Minnesota
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
501
Moloney Securities Asset Management
Missouri
$215K -$11.6K -213 -5%
VVP
502
Venture Visionary Partners
Ohio
$215K -$601 -11 -0.3%
EWA
503
EP Wealth Advisors
California
$212K +$57.9K +1,058 +37%
PP
504
Pegasus Partners
Wisconsin
$212K -$65.2K -1,192 -24%
MWM
505
Merriman Wealth Management
Washington
$212K +$212K +3,869 New
DP
506
Denver PWM
Colorado
$211K – – –
LA
507
Latitude Advisors
Florida
$207K +$207K +3,787 New
QCM
508
QRG Capital Management
Illinois
$207K +$207K +3,778 New
JFG
509
JDM Financial Group
Texas
$205K -$63.1K -1,154 -24%
MCA
510
MSH Capital Advisors
Arizona
$205K +$205K +3,740 New
GT
511
Glenview Trust
Kentucky
$204K +$204K +3,729 New
FIM
512
Fernwood Investment Management
Massachusetts
$202K -$576K -10,529 -74%
NS
513
NBC Securities
Alabama
$202K – – –
S
514
SignatureFD
Georgia
$193K -$34K -622 -15%
US Bancorp
515
US Bancorp
Minnesota
$193K +$102K +1,857 +111%
VWWMG
516
Vermillion & White Wealth Management Group
Pennsylvania
$182K – – –
PFM
517
Phillips Financial Management
Indiana
$175K -$437 -8 -0.2%
LWCFA
518
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K – – –
NFSG
519
Newbridge Financial Services Group
Florida
$171K +$437 +8 +0.3%
RWPA
520
Richard W. Paul & Associates
Michigan
$170K -$11.9K -218 -7%
KFP
521
Keener Financial Planning
Texas
$165K – – –
NCM
522
Northwest Capital Management
Oregon
$145K +$4.92K +90 +4%
PAG
523
Paladin Advisory Group
Iowa
$137K -$30.4K -556 -18%
FRA
524
Front Row Advisors
California
$136K -$58.8K -1,076 -30%
SAM
525
Securian Asset Management
Minnesota
$134K -$276K -5,050 -67%
19 20
21
22 23